Complying with the Global Investment Performance Standards (GIPS)

Complying with the Global Investment Performance Standards (GIPS)

While CFA Institute has published the Global Investment Performance Standards (GIPS) for years, there has never been an in-depth discussion of their implementation.

With this new book, authors Bruce Feibel and Karyn Vincent, both of whom have earned global reputations as authorities on performance measurement, fill that void by showing you how to calculate, present, and interpret investment performance in compliance with these standards, which are currently implemented in over thirty countries worldwide.

Covering both the mathematics of relevant investment statistics and the policies and procedures for achieving and maintaining compliance, Complying with the Global Investment Performance Standards (GIPS) is a comprehensive guide to successfully using the GIPS standards in today's competitive environment. Divided into three engaging parts, this reliable resource contains:

• Information on GIPS fundamentals, performance composites, and risk and dispersion measurement

• Insights on presenting performance for nontraditional asset classes and investment vehicles

• Advice on how both money managers and their clients can benefit from independent verification

• Illustrated examples and supplemental formulas that make the book a usable reference source

• And much more

If you're in the field of finance—as an institutional investor or as a manager that serves them—Complying with the Global Investment Performance Standards (GIPS) is a book you need to read.